Dylan Greenberg (CRD# 6968557) is an Investment Advisor Representative working at Greenberg Financial Group in Tucson, AZ and has over 5 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Greenberg Financial Group | Tucson, AZ | Aug 2018 - Current | 6 |
Rbc Wealth Management | Minneapolis, MN | Jun 2018 - Aug 2018 | < 1 |
Not Employed | Lexington, KY | Aug 2017 - Jun 2018 | < 1 |
Central Bank & Trust Company | Lexington, KY | Jun 2017 - Aug 2017 | < 1 |
Not Employed | Tucson, AZ | Aug 2007 - Jun 2017 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- AZ
-
Total Assets Under Management258MILLIONS
-
Total Number of Accounts869ACCOUNTS
-
Average Account Value$296,633
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AZ, FL
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